Creative Planning
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Creative Planning’s Columbia Banking Systems COLB Stock Holding History

Creative Planning’s Portfolio COLB Stock Details COLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.9M Buy
485,382
+151,581
+45% +$4.7M 0.01% 769
2026
Q2 		$10.7M Buy
333,801
+67,603
+25% +$2.01M 0.01% 844
2026
Q1 		$7.3M Buy
266,198
+78,070
+41% +$2.26M 0.01% 909
2025
Q4 		$5.26M Buy
188,128
+82,844
+79% +$2.24M ﹤0.01% 975
2025
Q3 		$2.71M Buy
105,284
+35,856
+52% +$911K ﹤0.01% 1305
2025
Q2 		$1.62M Buy
69,428
+2,170
+3% +$50.3K ﹤0.01% 1481
2025
Q1 		$1.68M Buy
67,258
+9,855
+17% +$263K ﹤0.01% 1315
2024
Q4 		$1.55M Buy
57,403
+6,974
+14% +$200K ﹤0.01% 1303
2024
Q3 		$1.32M Buy
50,429
+8,366
+20% +$199K ﹤0.01% 1318
2024
Q2 		$837K Buy
42,063
+11,836
+39% +$225K ﹤0.01% 1551
2024
Q1 		$585K Buy
30,227
+13,615
+82% +$280K ﹤0.01% 1736
2023
Q4 		$443K Buy
16,612
+4,971
+43% +$110K ﹤0.01% 1789
2023
Q3 		$236K Sell
11,641
-9,113
-44% -$190K ﹤0.01% 2115
2023
Q2 		$421K Buy
20,754
+277
+1% +$5.85K ﹤0.01% 1670
2023
Q1 		$439K Buy
+20,477
New +$569K ﹤0.01% 1554
2017
Q3 		– Sell
-121
Closed -$5K – 2232
2017
Q2 		$5K Hold
121
– – ﹤0.01% 3970
2017
Q1 		$5K Hold
121
– – ﹤0.01% 3944
2016
Q4 		$5K Hold
121
– – ﹤0.01% 3939
2016
Q3 		$4K Hold
121
– – ﹤0.01% 3957
2016
Q2 		$3K Hold
121
– – ﹤0.01% 3863
2016
Q1 		$4K Hold
121
– – ﹤0.01% 3680
2015
Q4 		$4K Hold
121
– – ﹤0.01% 3770
2015
Q3 		$4K Buy
+121
New +$3.82K ﹤0.01% 3699
2015
Q2 		– Sell
-121
Closed -$4K – 1451
2015
Q1 		$4K Hold
121
– – ﹤0.01% 3618
2014
Q4 		$3K Buy
+121
New +$3.26K ﹤0.01% 3686

Other funds holding COLB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning's COLB Position: Q3 2026 in Review

Creative Planning increased its Columbia Banking Systems (COLB) stake by 45% in Q3 2026, buying an estimated $4.7M and bringing the position to 485,382 shares worth $13.9M. The position accounts for 0.01% of the portfolio, ranked #769.

Creative Planning first reported a position in COLB in Q4 2014 and has held it in 25 quarters since. 198 funds tracked by Wall St. Rank hold COLB as of Q3 2026.

  • Creative Planning held 485,382 shares of Columbia Banking Systems worth $13.9M as of Q3 2026.
  • Creative Planning bought 151,581 Columbia Banking Systems shares in Q3 2026, an estimated $4.7M.
  • Columbia Banking Systems made up 0.01% of Creative Planning's portfolio in Q3 2026, its #769 holding.
  • Creative Planning first reported a position in Columbia Banking Systems in Q4 2014 and has held it in 25 quarters since.
  • 198 funds tracked by Wall St. Rank held Columbia Banking Systems as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.